As a Senior Wealth Advisor and Associate Portfolio Manager at CIBC Wood Gundy, for over 27 years I have worked closely with clients to ensure that not only do they meet their financial obligations, but are in a position to build a full life unique to their individual imaginations. To accomplish this, I customize wealth strategies, investment advice and tax-planning solutions to help clients reach their financial goals an preserve their legacies. With a collaborative and disciplined approach, I partner with individuals, families, professionals, executives, business owners and charitable foundations. I hold the Canadian Investment Manager (CIM™), the Certified Investment management Analyst (CIMA) and the Asssociate Portfolio Manager (APM) designations.

Philanthropy and giving back to the community have always been a part of my life. Among various initiatives and board positions, I have served on the board and am the past Chair of JVS Toronto. Currently, I am a member of the Jewish Foundation’s Professional Advisory Committee (PAC). As well, I take a more hands on approach to volunteering through biweekly visits to Baycrest’s Apotex Centre doing pet therapy with my two affectionate Australian Labradoodles.

I am a passionate tri-athlete and runner, having completed an Ironman triathlon as well as several marathons. The training discipline required to successfully complete each of these races is reflected in the way in which I manage clients' investment needs. I have been happily married for almost 25 years and have two vibrant and creative daughters.

Josh joined the SK Financial Group at CIBC Wood Gundy after spending several years in the financial services industry, working in investment, wealth and asset management firms.

Josh received his Bachelor of Commerce degree from the Smith School of Business at Queen’s University and is currently working towards his Chartered Investment Management (CIM®) designation. Josh supports Jonathan in helping create customized wealth strategies, investment research and due diligence and client-focused work.

He looks forward to applying his experience in investment management and holistic wealth management to our clients. Josh is excited to get to know our clients and will strive to become a part of the sacred bond that Trevor and Jonathan have built with clients.

In his spare time, Josh enjoys playing hockey, golf, tennis and skiing, as well as travelling and going on canoe trips.

Nataliia joined CIBC in 2019 and has been a valued member of the SK Financial Group as a Client Associate for over two years. Known for her meticulous attention to detail, she ensures all client documentation and administrative needs are handled with speed and precision, making her an integral part of our team. 

Drawing from her Ukrainian heritage, Nataliia brings warmth and care to her interactions with clients, creating a welcoming and supportive experience. She holds a Master's Degree in Finance from the Lviv Institute of Banking, where she specialized in Financial Monitoring. 

Outside of work, Nataliia has a big heart for animals. She fosters dogs and cats, providing a safe and loving home while their owners navigate challenging times. For Nataliia, the most rewarding part of fostering is reuniting these beloved pets with their families after a few months, knowing she played a part in their journey. 

Tanya joined the SK Financial Group in 2024 as an Administrative Assistant after many years working in the not-for-profit sector. Tanya is a resourceful, solutions-oriented team player, applying her diverse skills and knowledge as a Project Management Professional to the financial industry. Tanya enjoys connecting with clients and assisting them with their day-to-day administrative needs. 

Tanya is keen to expand her knowledge of the industry. She is currently working towards completing industry courses. Tanya holds a Bachelor of Arts Honours degree from the University of Guelph where she studied Criminal Justice & Public Policy. As well, she has completed certifications in Project Management, Fundraising Essentials and Digital Marketing. 

After studying abroad in London, England as a university student, Tanya caught the travel bug. She has been to more than 20 countries and looks forward to visiting her fifth continent on her next adventure. Other than travelling in her spare time, Tanya enjoys reading a great book, a hot cup of coffee and spending time with her rescue cat.